Investment Portfolio Management
With Citizens Wealth Management , you gain a trusted advisor who collaborates with your current tax and estate planning team to deliver the best solution specifically suited to your needs. Our "open architecture" investment platform features:
- Competitive asset based fee
- Institutional pricing on stock and bond trades
- Access to best-in-class no-load mutual funds
- Strategic asset allocation models
- Investment management process that is both sustainable and repeatable
- Easy to understand statements and internet access to account information
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Trust services offered by Citizens Banking Company
For more information, call 800-604-9368 ext. 2410 or email
| Not FDIC Insured |
Not Bank Guaranteed |
May Lose Value |
| Not Guaranteed by any Government Agency |
Not a Bank Deposit |
